John Hein is a CFP®, CFA®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware risk management strategies.

Matthew Justis is a financial advisor with Edward Jones in Camas, Washington, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he owns and operates a farm in Washougal, Washington, where he tends to livestock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of roughly 23,700 advisors.

Danette Lowe is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. She previously worked at Trunorth Wealth Management and Commonwealth Financial Network. Outside of her advisory work, she is involved in podcasting and authorship, including ownership of two podcasts and authoring a retirement planning book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio solutions and both proprietary and third-party strategies.

Wendy Markt is a financial advisor with Ameriprise in Oregon City, OR, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of financial advising, she is a co-owner of Markt & Company Construction, a construction business operating since 2008. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Lander is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2005. Outside of his advisory work, he engages in freelance writing for Palladium Books. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ian Borgstedt is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes over two decades at Waddell & Reed, Inc. He is involved in business activities outside of his advisory role, including ownership interests in Maxem, Inc. and WRV Limited, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by various research and portfolio management resources.

Andrew Leckie III is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process that employs quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Nathan Fuller is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Outside of his advisory role, he owns and manages an Airbnb rental in Camas, Washington. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Eric Niedermeyer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Stifel Independent Advisors and Wells Fargo Advisors. Niedermeyer also serves as Chief Investment Officer and Manager of Niedermeyer Financial/Tanner Creek Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals.

William Lusby Jr. is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience and has previously worked at firms including SunTrust Investment Services and CUNA Mutual Group. Lusby is based in Vancouver, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Taina Frazer is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisors LLC for nine years. In addition to her advisory role, she is involved in a separate financial business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Benjamin Lanphar is a financial advisor with Morgan Stanley in Vancouver, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Michael Fessler is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he serves as a high school football coach for Silver Falls School District in Silverton, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Rodney Wangler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors and SII Investments Inc. He is also involved with Northwind Enterprises LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Raquel Hazen is a financial advisor at Merrill with two years of industry experience and holds a Series 66 designation. Her background includes positions at Bank of America, DKNY, DoorDash, and Perfume Outlet. Outside of finance, she serves as a registered agent for an eCommerce business, Ethereal Essentials, which is managed by her partner. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Shepherd is a financial advisor with Edward Jones in Troutdale, Oregon, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Brent Usher is a CFP®-certified financial advisor with Ameriprise in Portland, OR, with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2012. Outside of his advisory role, he serves as Vice President of Gojisan LLC, a financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bret Reiner is a financial advisor with Edward Jones in West Linn, OR, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Gerke is a financial advisor at Edward Jones in Vancouver, WA, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at Landmark Professional Mortgage Company for 13 years and was involved with NW Umpqua Roofing & Waterproofing Inc. He also serves as an elder at La Center Church, where he helps manage the annual budget and approves ministry expenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Megan Abbott is a Series 65 licensed financial advisor with 15 years of experience at Fisher Investments in Camas, WA. She has worked exclusively with the firm since 2011. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm utilizes a centralized Investment Policy Committee to guide investment decisions, employing quantitative and qualitative analysis alongside tax-aware strategies and risk management techniques.